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iShares Russell Mid-Cap ETF
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Overview Fund Activity

490 hedge funds and large institutions have $8.4B invested in iShares Russell Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 179 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+14
Holders Change %
+2.94%
% of All Funds
13.09%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.86%
New
40
Increased
145
Reduced
179
Closed
20
Calls
$12.4M
Puts
$13.7M
Net Calls
-$1.25M
Net Calls Change
-$6.68M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$104M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$39.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$16.9M
4
CS
Credit Suisse
Switzerland
$15M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$60.1M

Top Sellers

1
LPL Financial
LPL Financial
California
$1.3M
2
Citigroup
Citigroup
New York
$11.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Bank of America
Bank of America
North Carolina
$992M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
476
Ledyard National Bank
$17K – – –
ARMC
477
American Research & Management Company
Massachusetts
$13K – – –
AIM
478
Anchor Investment Management
South Carolina
$12.6K – – –
HCC
479
Hirtle Callaghan & Co
Pennsylvania
$12K – – –
AIM
480
Advantage Investment Management
Iowa
$11K -$61.8K -1,484 -85%
EWM
481
Endurance Wealth Management
Rhode Island
$11K – – –
LWCFA
482
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
CCM
483
Cribstone Capital Management
Maine
$10K +$10K +240 New
VCM
484
Versant Capital Management
Arizona
$9K +$9K +232 New
PG
485
Patten Group
Tennessee
$8.41K – – –
MRCM
486
M&R Capital Management
New Jersey
$8K +$8K +200 New
CAL
487
Capital Analysts LLC
Pennsylvania
$2.02K +$2.02K +48 New
SCM
488
Southport Capital Management
Tennessee
$2K +$2K +48 New
Susquehanna International Group
489
Susquehanna International Group
Pennsylvania
– -$23.8M -583,492 Closed
VOYA Investment Management
490
VOYA Investment Management
Georgia
– -$14.3M -351,776 Closed
BNP Paribas Financial Markets
491
BNP Paribas Financial Markets
France
– -$5.67M -139,200 Closed
Charles Schwab
492
Charles Schwab
California
– -$5.08M -124,720 Closed
AIG
493
American International Group
New York
– -$4.26M -104,572 Closed
CS
494
Comerica Securities
Michigan
– -$2.67M -65,576 Closed
SG Americas Securities
495
SG Americas Securities
New York
– -$1.11M -27,332 Closed
CPSAC
496
Chas P. Smith & Associates (CPS)
Florida
– -$698K -17,136 Closed
FHC
497
First Heartland Consultants
Missouri
– -$538K -13,208 Closed
TSWM
498
Triangle Securities Wealth Management
North Carolina
– -$394K -9,676 Closed
ZIM
499
Zacks Investment Management
Illinois
– -$315K -7,732 Closed
BSW
500
Buckingham Strategic Wealth
Missouri
– -$283K -6,944 Closed
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